Savvy Advisors Inc’s Newmont NEM Stock Holding History

Savvy Advisors Inc’s Portfolio NEM Stock Details NEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.23M	Buy	23,900 +1,336	+6%	+$146K	0.05%	314
2026 Q1	$2.44M	Buy	22,564 +1,184	+6%	+$136K	0.07%	234
2025 Q4	$2.13M	Buy	21,380 +2,605	+14%	+$235K	0.07%	215
2025 Q3	$1.58M	Buy	18,775 +1,788	+11%	+$125K	0.07%	199
2025 Q2	$990K	Buy	16,987 +9,680	+132%	+$517K	0.07%	222
2025 Q1	$353K	Buy	+7,307	New	+$321K	0.04%	352

Other funds holding NEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Savvy Advisors Inc's NEM Position: Q2 2026 in Review

Savvy Advisors Inc increased its Newmont (NEM) stake by 5.9% in Q2 2026, buying an estimated $146K and bringing the position to 23,900 shares worth $2.23M. The position accounts for 0.05% of the portfolio, ranked #314.

Savvy Advisors Inc first reported a position in NEM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.44M in Q1 2026. 1,783 funds tracked by Wall St. Rank hold NEM as of Q2 2026.

Savvy Advisors Inc held 23,900 shares of Newmont worth $2.23M as of Q2 2026.
Savvy Advisors Inc bought 1,336 Newmont shares in Q2 2026, an estimated $146K.
Newmont made up 0.05% of Savvy Advisors Inc's portfolio in Q2 2026, its #314 holding.
Savvy Advisors Inc first reported a position in Newmont in Q1 2025 and has held it in 6 quarters since.
Savvy Advisors Inc's Newmont position peaked at $2.44M in Q1 2026.
1,783 funds tracked by Wall St. Rank held Newmont as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.